Matthew Ashley Swendiman

Current Employers

Employment History

• 04/2014 → 11/2018
  Graydon Compliance Solutions, Llc
  Cincinnati, OH
• 08/2015 → 11/2018
  First Capital Advisors Group, Llc
  Marco Island, FL
• 07/2015 → 03/2017
  Queen City Capital Management, Llc
  Cincinnati, OH
• 05/2014 → 11/2018
  Kindred Spirits Investment Management, Llc
  Cincinnati, OH
• 11/2015 → 11/2018
  John Dovich & Associates
  Cincinnati, OH
• 06/2016 → 01/2017
  Its Asset Management
  Washington, PA
• 08/2016 → 11/2018
  Foundry Partners, Llc
  Minneapolis, MN
• 09/2017 → 11/2018
  First Capital Investment Partners
  Blue Bell, PA
• 11/2017 → 11/2018
  Eudaimonia Partners
  Winchester, TN
• 03/2017 → 11/2018
  Morse Capital Partners
  Richmond, VA
• 12/2017 → 11/2018
  Zermatt Wealth Partners
  Raleigh, NC
• 01/2017 → 11/2018
  Pension Partners
  New York City, NY
• 11/2018 → Present
  Jcm Financial Services Consulting, Llc
  Park Hills, KY
• 07/2019 → 01/2023
  F/M Acceleration
  Washington, DC
• 07/2019 → 04/2023
  F/M Investments
  Washington, DC
• 11/2018 → Present
  Crew Capital Management
  Cincinnati, OH
• 08/2019 → Present
  Key Bridge Compliance
  Washington, DC

Previous Registrations

• 2020-08-12 → 2023-03-02
  F/M Investments Llc
  Washington, DC
• 2015-06-25 → 2015-10-21
  Knelman Asset Management Group, Llc
  Lawrenceburg, IN
  Paris, KY
• 2011-12-08 → 2014-10-31
  Swendiman Wealth Strategies, Inc
  Park Hills, KY
• 2009-10-27 → 2011-05-11
  Cleararc Capital, Inc.
  Cincinnati, OH

Other Businesses

NAME OF BUSINESS: TRINITY EPISCOPAL CHURCH INVESTMENT-RELATED: NO ADDRESS: 326 MADISON AVE, COVINGTON, KY 41011 NATURE OF BUSINESS: CHARITABLE SERVICES ORGANIZATION POSITION: BOARD & COMMITTEE MEMBER HOURS: 1-5 DUTIES: FINANCE CHAIR --- NAME OF BUSINESS: XAVIER UNIVERSITY INVESTMENT-RELATED: NO ADDRESS: 3800 VICTORY PARKWAY, CINCINNATI OH, 45207 NATURE OF BUSINESS: ADVISORY BOARD MEMBER, WILLIAMS COLLEGE OF BUSINESS POSITION: BOARD MEMBER HOURS: LESS THAN 10 PER MONTH DUTIES: PARTICIPATE IN BOARD MATTERS NAME OF BUSINESS: ST. ELIZABETH FOUNDATION INVESTMENT-RELATED: NO ADDRESS: N. KENTUCKY/GREATER CINCINNATI REGION NATURE OF BUSINESS: CHARITABLE POSITION: CHAIR HOURS: 1-5 / MONTH DUTIES: SERVE ON SAMARITAN COMMITTEE NAME OF BUSINESS: ST. ELIZABETH HEALTHCARE INVESTMENT-RELATED: NO ADDRESS: CINCINNATI OH NATURE OF BUSINESS: HOSPITAL POSITION: INVESTMENT COMMITTEE HOURS: 1-5 DUTIES: COMMITTEE MEMBER NAME OF BUSINESS: SELBY SWENDIMAN PROPERTIES INVESTMENT-RELATED: YES ADDRESS: 1256 Audubon Road, Park Hills KY 41011 NATURE OF BUSINESS: Residential Real Estate Investing POSITION: Member HOURS: Less than 5 HOURS PER WEEK DUTIES: Real Estate Investing NAME OF BUSINESS: DITM, LLC INVESTMENT-RELATED: YES ADDRESS: 1256 Audubon Road, Park Hills KY 41011 NATURE OF BUSINESS: Residential Real Estate Investing POSITION: Member HOURS: Less than 5 HOURS PER WEEK DUTIES: Real Estate Investing NAME OF BUSINESS: 236 SHELBY, LLC INVESTMENT-RELATED: YES ADDRESS: 1256 Audubon Road, Park Hills KY 41011 NATURE OF BUSINESS: Residential Real Estate Investing POSITION: Member HOURS: Less than 5 HOURS PER WEEK DUTIES: Real Estate Investing NAME OF BUSINESS: KNOCKOUT CONCEPTS INVESTMENT-RELATED: YES ADDRESS: 541 West Rich Street, Columbus, OH 43215 NATURE OF BUSINESS: 3D Mobile Scanning POSITION: Member HOURS: Less than 5 HOURS PER WEEK DUTIES: Business Consulting TrustFirst Broker-dealer (See main office address for this broker/dealer.) Investment Related activity for which I plan to take over as the CEO once licensed. 5-20 hours per month DCincy Investment Related 3020 K Street, NW, Suite 201 Washington, D.C. Holding Co. for F/M Chairman and CCO of holding company. 5-20 hours a month

Exams

• S66 Uniform Combined State Law Examination
  2001-11-28

Designations